Client Documents
      Back to home
      1. Help Center
      2. CRM
      3. Client Documents

      Upload Client Documents in the Web Portal

      Upload client documents completed outside of the Billiyo system into a client's profile.

      Table of Contents

      Quick Notes

      • This article is focused on documents that are completed/filled out outside of Billiyo.

      For information on electronic (digitalized) documents, check out this article.

      • To upload a document completed via paper, the paper document must be scanned or an image of it taken and saved as a file to your device/computer.
      • To learn how to view and manage client documents, check out this article.
      • To learn about dynamic reports related to client documents, check out this article.

       

      Using the "Documents" Tab

      Within a client's profile, there is a designated section in which documents are housed — the "Documents" tab.

      To access a client's profile, visit the "View Clients" page by clicking here or navigating to: 

      CRM > Clients > View Clients

      In the "View Clients" page, locate the client and click on the under the "Action" column. Then, click on "View Client" to be taken to their profile.


      At the bottom of the client's profile, click on the "Documents" tab.


      Next click on the sign and fill out the fields that appear on the pop-up, clicking on the "Save" button to add the document to the client's profile.

      Note: If you are not seeing a document name ("Document Type") you need appear, please reach out to your Customer Success Manager.

      After the button has been clicked, the document can be found within the table in the "Documents" tab within the client's profile and the "View Client Documents" page.

       

      Using the "Add Client Documents" Page

      Outside of directly in a client's profile, client documents can also be added in the designated "Add Client Documents" page. 

      To access this page, click here or navigate to: 

      CRM > Client Documents > Add Client Documents


      Within the "Add Client Documents" page, start by selecting the client's name and name of the document you'll be uploading.

      Then, choose or drag the file from your device and click on the "Upload Documents" button.

      Note: If you are not seeing a document name ("Document Type") you need appear, please reach out to your Customer Success Manager.

      After the has been clicked, the document can be found within the table in the "View Client Documents" page and "Documents" tab within the client's profile.